Uncover Your Money Personality

The Quick Way to Discover What Drives Your Money Behavior

When you understand yours, you can spot the patterns you haven’t noticed, make confident financial decisions, and managing your money becomes simpler, less stressful and more natural.

What is a Money Personality?

We all have a Money Personality — a set of unconscious patterns that shape how we think, feel, and behave with money.

Your Money Personality is a combination of your ingrained thoughts, feelings, and behaviors about money that influence your decisions and actions.

Learn how the dominant traits of your Money Personality guide you and how revealing those traits can lead to more effective, individualized strategies regarding your money.

If you don’t understand why you’re doing what you’re doing, you’re likely to keep repeating the same patterns.

You can have the greatest, most sophisticated budget, but it won’t address what your Money Personality does - the unconscious motivations driving why you plan, spend, save, and make the financial choices you do.

Why Money Personality?

  • Money is one of the most difficult topics to discuss. This makes it easy. The Money Personality is also the quickest and most effective way to better understand how your habits and attitudes influence your financial choices.

  • The Money Personality Assessment is a non-threatening game format that is taken privately online, in the comfort of your own home. It asks you if certain statements describe you. The entire assessment takes less than 15 minutes.

  • The Money Personality Assessment opens you up to having productive and healing conversations about money and discussions around money feel less emotionally loaded.

  • The online assessment produces a detailed personality report, providing thorough insight into your Money Personality and how it impacts your behavior. We will go over your results in your 1:1 LIVE Zoom session.

  • During your 1:1 LIVE interpretation session, we’ll go over what your results me to you, and also how to make changes to how you manage your money to accommodate your individual Money Personality.

It’s Easy to Get Started

  • Schedule a 15-Min Intro Call

    The first step is a short 15-minute phone call. We’ll go over what Money Personality is, how the session works, whether it’s a good fit for you, and what happens next if you decide to move forward.

  • Book Your Money Personality Session

    You’ll get a private link to book your Money Personality Assessment and 1:1 LIVE interpretation session to go over your results and how you can incorporate them into your money plan.

  • Complete the Assessment

    Once you book your Money Personality Session, you will receive your assessment via email. Your results report will be emailed to you once you complete the assessment, which we will go over together in your 1:1 session.

Book a Free 15-Min Intro Call

Why Learn From Me?

  • I've got 20+ years of experience in financial services to benefit you.

  • I don't believe anyone should be judged - we've all made mistakes.

  • My superpower is making money easy to understand and fun.

 Financial Clarity Begins Here!

Money Personality Assessment and 1:1 Personalized Results Session

ONE-TIME PAYMENT (at the time of booking)

$100 - Individual - 60-Minute Zoom Session

$150 - Couples - 90-Minute Zoom Session

You will receive:

  • A Money Personality Assessment Results Report.

  • A 1:1 LIVE Personalized Results Interpretation Session.

*NOTE*

Couples will need to provide separate email addresses so that individual assessments can be emailed to each of you.

Frequently asked questions

  • There are no refunds, so please consider your purchase carefully. That’s why we have a free 15-minute call up front, so that you can ask any questions and make sure Money Personality is the right fit for you.

  • No, they come as a package. The LIVE 1:1 personal session is to go over your Money Personality Assessment results, interpret them for you and show you how to lean on your strengths and build safeguards for the areas you are not as strong.

    Much like getting labwork done for your physical, you may see your results in your portal before your doctor visit, but it’s important to have your doctor interpret those results and explain how they influence how you manage your money.

  • If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents. If this offering is of interest to you, please use this Contact form so I can let you know if more geographic areas open up.

  • Yes! The Money Personality Assessment is a great way for you and your partner to understand each other better and communicate better as a result.

    You will only need to book a “Couples Money Personality Session and Assessment” after your 15 minute Intro Call so that you both receive individual assessments. Your 1:1 session would be 90 minutes vs 60 minutes for the Individual session.